Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$729,553
+4.5%
33,101
+8.5%
0.03%
-3.7%
Q2 2023$698,374
+6.0%
30,497
+8.2%
0.03%
-3.6%
Q1 2023$658,846
-17.5%
28,180
-19.8%
0.03%
-20.0%
Q4 2022$798,142
-4.0%
35,129
-3.8%
0.04%
-10.3%
Q3 2022$831,000
+28.0%
36,521
+34.5%
0.04%
+25.8%
Q2 2022$649,000
+5.4%
27,144
+17.5%
0.03%
+19.2%
Q4 2021$616,000
+23.4%
23,104
+22.8%
0.03%
+8.3%
Q3 2021$499,000
+1.2%
18,819
+1.3%
0.02%0.0%
Q2 2021$493,000
-3.1%
18,583
-4.2%
0.02%
-17.2%
Q1 2021$509,000
+5.6%
19,395
+9.7%
0.03%
-17.1%
Q4 2020$482,000
-17.3%
17,686
-15.2%
0.04%
-32.7%
Q3 2020$583,000
+7.6%
20,845
+7.7%
0.05%
-3.7%
Q2 2020$542,000
+80.1%
19,352
+79.8%
0.05%
+31.7%
Q1 2020$301,00010,7640.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders